Matt Blatt 401(k) match, vesting and fees
What Matt Blatt's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Withumsmith Brown PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Matt Blatt: employer contribution per participant | $2,669 | |
| Peer median | $1,216 |
| Matt Blatt: average balance | $40,705 | |
| Peer median | $50,590 |
| Matt Blatt: admin expenses ÷ assets | 0.62% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.2M at the end of plan year 2021 to $6.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 340 | $6.1M | $398K | $2,669 | 0.62% | Not published | Form 5500 ↗ |
| 2023 | 350 | $4.3M | $365K | $2,808 | 0.99% | Not published | 5500-SF ↗ |
| 2022 | 285 | $3M | $292K | $3,111 | 1.05% | Not published | Form 5500 ↗ |
| 2021 | 268 | $3.2M | $53K | $680 | 0.52% | Not published | Form 5500 ↗ |
Common questions
Does Matt Blatt match 401(k) contributions?
The match terms for the Matt Blatt, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $398K in employer contributions, about $2,669 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Matt Blatt 401(k) match vested?
The vesting schedule for the Matt Blatt, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Matt Blatt 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Matt Blatt, Inc..
I left Matt Blatt. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Matt Blatt, Inc., (856) 881-0444) or the recordkeeper, Fidelity Investments Institutional. The Matt Blatt old 401(k) page lists the contacts from every plan filing. Find an old Matt Blatt 401(k)
Data from the public Form 5500 annual reports Matt Blatt filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Matt Blatt. Not financial advice. Report a correction · Methodology